Centricity Wealth Management, LLC Top Holdings and 13F Report (2025) About Centricity Wealth Management, LLCInvestment ActivityCentricity Wealth Management, LLC has $107.13 million in total holdings as of December 31, 2024.Centricity Wealth Management, LLC owns shares of 454 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $14,908,449JPMorgan Ultra-Short Income ETF $4,638,737iShares iBonds Dec 2028 Term Corporate ETF $4,521,392iShares Core S&P 500 ETF $4,293,832iShares iBonds Dec 2027 Term Corporate ETF $3,947,266 Sector AllocationMap of 500 Largest Holdings ofCentricity Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$14,908,44927,66913.9%ETFJPSTJPMorgan Ultra-Short Income ETF$4,638,73792,0934.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$4,521,392181,5824.2%ETFIVViShares Core S&P 500 ETF$4,293,8327,2944.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,947,266164,7443.7%ETFEFAiShares MSCI EAFE ETF$3,876,07151,2643.6%FinanceVOOGVanguard S&P 500 Growth ETF$3,130,1798,5512.9%ETFVTIVanguard Total Stock Market ETF$3,001,27210,3562.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,867,339119,1252.7%ETFSPYSPDR S&P 500 ETF Trust$2,860,6564,8812.7%FinanceVOOVVanguard S&P 500 Value ETF$2,814,14715,2522.6%ETFGLDSPDR Gold Shares$2,536,55410,4762.4%FinanceVIGVanguard Dividend Appreciation ETF$2,452,37912,5232.3%ETFIUSViShares Core S&P U.S. Value ETF$2,320,39825,0612.2%ManufacturingDGROiShares Core Dividend Growth ETF$2,280,13037,1722.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,676,87273,5471.6%ETFMSFTMicrosoft$1,668,3743,9581.6%Computer and TechnologyAMZNAmazon.com$1,394,2236,3551.3%Retail/WholesaleAAPLApple$1,357,7785,4221.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,085,88839,7471.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$955,00644,7100.9%ETFTSCOTractor Supply$942,87617,7700.9%Retail/WholesaleVOVanguard Mid-Cap ETF$929,4733,5190.9%ETFNVDANVIDIA$913,3066,8010.9%Computer and TechnologyIEURiShares Core MSCI Europe ETF$841,11615,5820.8%ETFIJRiShares Core S&P Small-Cap ETF$827,6257,1830.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$797,7016,2020.7%ETFVGTVanguard Information Technology ETF$788,4421,2680.7%ETFRSPInvesco S&P 500 Equal Weight ETF$786,4324,4880.7%ETFVVisa$765,4492,4220.7%Business ServicesVXUSVanguard Total International Stock ETF$733,44312,4460.7%ETFVONEVanguard Russell 1000$725,7292,7210.7%ETFIJHiShares Core S&P Mid-Cap ETF$724,78011,6320.7%ETFJPMJPMorgan Chase & Co.$718,6512,9980.7%FinanceLLYEli Lilly and Company$637,6728260.6%MedicalKOCoca-Cola$631,73810,1470.6%Consumer StaplesXLKTechnology Select Sector SPDR Fund$570,3722,4530.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$535,00226,2900.5%ETFORCLOracle$532,7483,1970.5%Computer and TechnologyNSCNorfolk Southern$509,7682,1720.5%TransportationHDHome Depot$497,8571,2800.5%Retail/WholesaleMCKMcKesson$487,8438560.5%MedicalGOOGLAlphabet$465,2992,4580.4%Computer and TechnologyVONVVanguard Russell 1000 Value$462,3945,6910.4%ETFAVGOBroadcom$457,8841,9750.4%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$421,8204,0830.4%ETFCOSTCostco Wholesale$419,6524580.4%Retail/WholesaleVTWOVanguard Russell 2000 ETF$412,5264,6180.4%ETFDVYiShares Select Dividend ETF$406,6053,0970.4%ETFWMTWalmart$402,0064,4490.4%Retail/WholesalePGProcter & Gamble$394,6482,3540.4%Consumer StaplesPRKPark National$389,1012,2700.4%FinanceIXUSiShares Core MSCI Total International Stock ETF$378,3875,7210.4%ManufacturingIVOOVanguard S&P Mid-Cap 400 ETF$343,7193,2580.3%ETFHONHoneywell International$341,0941,5100.3%Multi-Sector ConglomeratesADPAutomatic Data Processing$315,5631,0780.3%Business ServicesJNJJohnson & Johnson$315,3372,1800.3%MedicalVHTVanguard Health Care ETF$295,8031,1660.3%ETFVEUVanguard FTSE All-World ex-US ETF$281,2524,8990.3%ETFIVWiShares S&P 500 Growth ETF$279,6142,7540.3%ETFIUSGiShares Core S&P U.S. Growth ETF$251,9451,8080.2%ManufacturingBRK.BBerkshire Hathaway$251,1175540.2%FinanceVBVanguard Small-Cap ETF$251,0931,0450.2%ETFUNHUnitedHealth Group$240,2844750.2%MedicalQQQInvesco QQQ$240,2784700.2%FinanceCHTRCharter Communications$230,6026730.2%Consumer DiscretionaryDHRDanaher$224,5009780.2%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$223,7253,5260.2%ManufacturingLOWLowe's Companies$217,9248830.2%Retail/WholesalePEPPepsiCo$209,3821,3770.2%Consumer StaplesGOOGAlphabet$201,9981,0610.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$194,7259860.2%Computer and TechnologyETNEaton$193,8125840.2%Industrial ProductsVOTVanguard Mid-Cap Growth ETF$192,5967590.2%ETFAEPAmerican Electric Power$191,4272,0760.2%UtilitiesIWLiShares Russell Top 200 ETF$191,0171,3200.2%ETFCSCOCisco Systems$185,2963,1300.2%Computer and TechnologyCVXChevron$182,5071,2600.2%Oils/EnergyNVONovo Nordisk A/S$177,8892,0680.2%MedicalMCDMcDonald's$176,5066090.2%Retail/WholesaleCATCaterpillar$174,8954820.2%Industrial ProductsAXPAmerican Express$172,4355810.2%FinanceABBVAbbVie$170,2379580.2%MedicalTSLATesla$169,2094190.2%Auto/Tires/TrucksLMTLockheed Martin$169,1073480.2%AerospaceGEGeneral Electric$166,9571,0010.2%TransportationTMOThermo Fisher Scientific$158,6703050.1%MedicalASMLASML$158,0222280.1%Computer and TechnologyUPSUnited Parcel Service$148,7981,1800.1%TransportationKMBKimberly-Clark$143,3971,0940.1%Consumer StaplesWMWaste Management$142,8677080.1%Business ServicesPAYXPaychex$142,1831,0140.1%Business ServicesEEMiShares MSCI Emerging Markets ETF$141,6033,3860.1%FinanceEMREmerson Electric$130,4981,0530.1%Industrial ProductsSDYSPDR S&P Dividend ETF$129,0629770.1%ETFXLVHealth Care Select Sector SPDR Fund$128,7669360.1%ETFCRWDCrowdStrike$127,9683740.1%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$126,7036,5210.1%ETFNFLXNetflix$123,0021380.1%Consumer DiscretionaryVLUEiShares MSCI USA Value Factor ETF$122,8241,1630.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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